Just a place to write
Microsoft’s Majorana and Google’s Willow seem to be completely different things. Both companies presented updates of their projects by 2025, where the product they introduce on the stage is a processor. They represent two fundamentally different philosophies. While Google is perfecting a high-performance engine that is already running, Microsoft is building an entirely new type … Read more
In January Nvidia announced the Rubin Platform. It provides many things in terms of data center but my interest is in the link between this new architecture of capabilities and NVQLink announced last November 2025. The problem of Quantum Computers The biggest hurdle in quantum computing is that qubits are unstable and prone to errors. … Read more
When looking at who is consuming stablecoins and which ones, you can consult diagrams like this one below, where Tether is the main one followed by USDC. But this does not give you a lot of context. Now if you look at this map, where 73% of the world’s income is possessed by 14% of … Read more
The yield / no-yield discussion around Digital Asset Market Clarity Act exposes this tension (map below): In one side, banks keep high volumes of deposits and provide less benefits to the end user. In the other side of the table Fin-tech companies are willing to offer more profit to users for the adoption of Stable-coins, … Read more
In October Nvidia announced their work in quantum computing space, focusing mainly in the integration side (hybrid solutions), similar to the moves done by Microsoft and D-Wave. We have started 2026 with 2 new National Quantum Initiative Re-authorization Act. that authorizes billions in funding for NIST, NSF. U.S. federal agencies (FBI, CISA, and NIST) officially … Read more
I was not familiar with this ecosystem of payments and I wanted to learn a little bit on the basis. The TRON Network is a decentralized, open-source blockchain designed to be a “global settlement layer” for digital assets. They started in 2017 with the goal of decentralizing the internet and the entertainment industry (giving content … Read more
If you use Google Maps, you probably know that it offers different versions depending on where you connect from. I did an test today with a colleague from India. This is how the Maps of Kashmir zone is drawn for a user accessing from India. You can see how the borders are clearly defined. The … Read more
I have been reading more about stablecoins and what are the mechanisms behind the scene. In this previous map I asked my question: what do these companies do with all these US dollars they have in custody? The answer before July 2025 was: where they obtain more benefits keeping the risk of lack of liquidity … Read more
Reading some news about the evolution of Roblox, I discovered they has developed the ability to: Long story short: they are exploring how to monetize and incorporate videos into their platform. It would be interesting to understand how Google profits from this. When looking at the P&L of the company, there are two things that … Read more
We did an event where we were discussing about sovereign debt. Very interesting conversation where we ended with this map. We discussed about many things, and for just 1 hour we did a lot. Is the map wrong? I’m sure it is, they all are wrong, some are useful.